HEALTHEQUITY INC's ticker is HQY and the CUSIP is 42226A107. A total of 339 filers reported holding HEALTHEQUITY INC in Q3 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,656 | +167.3% | 104,809 | +131.1% | 0.01% | +175.0% |
| Q2 2023 | $2,864 | -10.6% | 45,358 | -16.9% | 0.00% | 0.0% |
| Q1 2023 | $3,205 | -48.5% | 54,594 | -45.9% | 0.00% | -55.6% |
| Q4 2022 | $6,220 | -99.9% | 100,911 | -6.4% | 0.01% | -10.0% |
| Q3 2022 | $7,242,000 | -25.1% | 107,811 | -31.5% | 0.01% | -23.1% |
| Q2 2022 | $9,668,000 | +25.2% | 157,484 | +37.6% | 0.01% | +62.5% |
| Q1 2022 | $7,719,000 | +133.9% | 114,454 | +53.5% | 0.01% | +166.7% |
| Q4 2021 | $3,300,000 | -31.8% | 74,585 | -0.2% | 0.00% | -40.0% |
| Q3 2021 | $4,839,000 | -32.4% | 74,725 | -16.0% | 0.01% | -28.6% |
| Q2 2021 | $7,163,000 | +10.9% | 89,004 | -6.3% | 0.01% | 0.0% |
| Q1 2021 | $6,460,000 | +15.1% | 94,994 | +18.0% | 0.01% | +16.7% |
| Q4 2020 | $5,611,000 | +35.7% | 80,494 | 0.0% | 0.01% | +20.0% |
| Q3 2020 | $4,135,000 | -65.5% | 80,494 | -60.6% | 0.01% | -66.7% |
| Q2 2020 | $11,996,000 | +21.6% | 204,458 | +4.9% | 0.02% | 0.0% |
| Q1 2020 | $9,864,000 | -32.5% | 194,971 | -1.2% | 0.02% | -11.8% |
| Q4 2019 | $14,616,000 | +21.2% | 197,330 | -6.5% | 0.02% | +13.3% |
| Q3 2019 | $12,059,000 | +15.6% | 211,030 | +32.4% | 0.02% | +15.4% |
| Q2 2019 | $10,428,000 | -24.1% | 159,442 | -14.2% | 0.01% | -27.8% |
| Q1 2019 | $13,747,000 | +20.2% | 185,825 | -3.1% | 0.02% | +5.9% |
| Q4 2018 | $11,439,000 | -36.9% | 191,771 | -0.2% | 0.02% | -19.0% |
| Q3 2018 | $18,141,000 | +29.4% | 192,155 | +2.9% | 0.02% | +16.7% |
| Q2 2018 | $14,023,000 | +20.6% | 186,720 | -2.8% | 0.02% | +28.6% |
| Q1 2018 | $11,629,000 | +37.3% | 192,092 | +5.9% | 0.01% | +40.0% |
| Q4 2017 | $8,467,000 | -7.4% | 181,461 | +0.4% | 0.01% | -16.7% |
| Q3 2017 | $9,141,000 | +15.2% | 180,718 | +13.5% | 0.01% | +20.0% |
| Q2 2017 | $7,937,000 | +23.3% | 159,277 | +5.0% | 0.01% | +11.1% |
| Q1 2017 | $6,438,000 | -7.4% | 151,655 | -11.6% | 0.01% | -10.0% |
| Q4 2016 | $6,952,000 | +31.5% | 171,561 | +22.8% | 0.01% | +25.0% |
| Q3 2016 | $5,287,000 | +134.8% | 139,674 | +88.5% | 0.01% | +166.7% |
| Q2 2016 | $2,252,000 | +148.8% | 74,114 | +101.9% | 0.00% | +200.0% |
| Q1 2016 | $905,000 | -1.6% | 36,700 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $920,000 | -5.9% | 36,700 | +10.9% | 0.00% | -50.0% |
| Q3 2015 | $978,000 | +11.0% | 33,100 | +20.4% | 0.00% | +100.0% |
| Q2 2015 | $881,000 | – | 27,492 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Iron Triangle Partners LP | 486,862 | $32,834,000 | 3.90% |
| Crestwood Capital Management, L.P. | 83,324 | $5,619,000 | 3.38% |
| Philadelphia Financial Management of San Francisco, LLC | 145,737 | $9,829,000 | 3.16% |
| SECTORAL ASSET MANAGEMENT INC | 240,000 | $16,186,000 | 2.87% |
| DFPG INVESTMENTS, LLC | 98,132 | $6,760,000 | 2.63% |
| ASHFORD CAPITAL MANAGEMENT INC | 354,290 | $23,893,000 | 2.57% |
| WASATCH ADVISORS LP | 7,638,935 | $515,170,000 | 2.54% |
| AMUSSEN HUNSAKER ASSOCIATES LLC | 159,522 | $10,758,000 | 2.46% |
| Aureus Asset Management, LLC | 509,590 | $34,367,000 | 2.28% |
| Summit Creek Advisors LLC | 298,071 | $20,102,000 | 2.28% |